Empowered Funds’s Grand Canyon Education LOPE Stock Holding History

Empowered Funds’s Portfolio LOPE Stock Details LOPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$993K	Sell	5,838 -2,157	-27%	-$362K	0.01%	1409
2025 Q4	$1.33M	Buy	7,995 +4,490	+128%	+$812K	0.02%	592
2025 Q3	$769K	Sell	3,505 -3,463	-50%	-$665K	0.01%	1253
2025 Q2	$1.32M	Sell	6,968 -957	-12%	-$177K	0.01%	992
2025 Q1	$1.37M	Buy	7,925 +161	+2%	+$28K	0.02%	894
2024 Q4	$1.27M	Sell	7,764 -2,277	-23%	-$349K	0.02%	903
2024 Q3	$1.42M	Buy	10,041 +421	+4%	+$60.8K	0.02%	794
2024 Q2	$1.35M	Sell	9,620 -16,461	-63%	-$2.27M	0.02%	758
2024 Q1	$3.55M	Buy	26,081 +17,108	+191%	+$2.23M	0.06%	416
2023 Q4	$1.18M	Buy	+8,973	New	+$1.17M	0.03%	697
2022 Q2	–	Sell	-47,794	Closed	-$4.64M	–	311
2022 Q1	$4.64M	Buy	+47,794	New	+$4.19M	0.51%	52
2018 Q1	–	Sell	-9,943	Closed	-$890K	–	106
2017 Q4	$890K	Buy	9,943 +697	+8%	+$63.1K	0.45%	86
2017 Q3	$840K	Buy	9,246 +520	+6%	+$41.7K	0.55%	50
2017 Q2	$684K	Buy	+8,726	New	+$668K	0.55%	62

Other funds holding LOPE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return